+82.3%
AKR vs VT
+357.6%
-275.3%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | -1.8% |
| 7D | +3.0% | +0.4% | +2.6% | +2.5% |
| 30D | +9.5% | -2.6% | +12.1% | +12.1% |
| 3M | -2.3% | -3.2% | +1.0% | +0.6% |
| 6M | -6.4% | +0.9% | -7.4% | -8.3% |
| YTD | +0.2% | +11.3% | -11.1% | -11.7% |
| 1Y | +2.7% | +14.0% | -11.3% | -11.8% |
| 3Y | +58.7% | +75.8% | -17.2% | -13.4% |
| 5Y | +9.7% | +57.8% | -48.1% | -32.6% |
| 10Y | -10.3% | +219.8% | -230.1% | -72.7% |
| All | +82.3% | +357.6% | -275.3% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling